India Economy Thread

[Indos]

Decline has come simply due to higher gains from other markets (thanks to AI) and overpricing in Indian market from 2021-24.

No one should use words like "Adani" if they are trying to have serious conversation.

There are few investor that understand the concept, some big institution investor may have already known India real budget deficit.

Here from Chat GPT

India's headline Union government deficit does not represent the country's entire public-sector fiscal position. Under India's federal system, the Union and state governments have separate borrowing powers under Articles 292 and 293 of the Constitution.

While the Union government's FY2025–26 fiscal deficit was targeted at 4.4% of GDP, states also run their own deficits and issue their own debt. On a consolidated general-government basis, the World Bank estimates India's FY2025–26 fiscal deficit at 7.4% of GDP.

 

[hydrabadi_arab]

JSW puts 50GWh cell plant on hold as China tech curbs block partnership​

“China has weaponized access to battery tech” wut LOL

 

[jr_pdf]

JSW puts 50GWh cell plant on hold as China tech curbs block partnership​

“China has weaponized access to battery tech” wut LOL

There is commonality between the upstream solar industry and semiconductor technology. For example, the monocrystalline silicon production line that India has obtained adopts the most advanced Czochralski method, which is consistent with the process used in advanced semiconductors. The difference lies in the fact that the product is not electronic-grade monocrystalline silicon. The next step—silicon wafer slicing—is also a semiconductor process step. In short, the further upstream it goes, the more sensitive it becomes. Unless India offers more bargaining chips, China will not approve it. China has already given India monocrystalline silicon and silicon wafer production lines, both of which are very advanced technologies. Of course, China itself has even more advanced processes, as well as the research and scientific systems that produce, research, and improve these production lines.